Triad Wealth Partners, LLC
CIK: 0002012717Latest portfolio: $1.1B · Q4 2025
Holdings
460
Total Value
$1.1B
New Positions
457
Closed Positions
0
Top Holdings
View All 460 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | FBNDFIDELITY MERRIMACK STR TR | 964,516 | $44.4M | 4.22% | NEW | |
| 2 | IVEISHARES TR | 199,294 | $42.3M | 4.02% | NEW | |
| 3 | BUFRFIRST TR EXCHNG TRADED FD VI | 1,044,099 | $35.8M | 3.40% | NEW | |
| 4 | DYNFBLACKROCK ETF TRUST | 559,341 | $34.0M | 3.23% | NEW | |
| 5 | IVWISHARES TR | 270,105 | $33.3M | 3.16% | NEW | |
| 6 | IEMGISHARES INC | 413,280 | $27.8M | 2.64% | NEW | |
| 7 | VOOVANGUARD INDEX FDS | 42,893 | $26.9M | 2.56% | NEW | |
| 8 | MGCVANGUARD WORLD FD | 94,121 | $23.6M | 2.25% | NEW | |
| 9 | AAPLAPPLE INC | 72,837 | $19.8M | 1.88% | NEW | |
| 10 | XISEFIRST TR EXCHNG TRADED FD VI | 628,818 | $19.1M | 1.82% | NEW | |
| 11 | FTSMFIRST TR EXCHANGE-TRADED FD | 291,939 | $17.5M | 1.66% | NEW | |
| 12 | NVDANVIDIA CORPORATION | 85,317 | $15.9M | 1.51% | NEW | |
| 13 | EFVISHARES TR | 220,476 | $15.7M | 1.50% | NEW | |
| 14 | MSFTMICROSOFT CORP | 30,674 | $14.8M | 1.41% | NEW | |
| 15 | MBBISHARES TR | 150,999 | $14.4M | 1.37% | NEW | |
| 16 | AQLTISHARES TR | 601,133 | $13.8M | 1.32% | NEW | |
| 17 | KLMNINVESCO EXCH TRADED FD TR II | 109,907 | $13.1M | 1.25% | NEW | |
| 18 | BAIBLACKROCK ETF TRUST | 389,258 | $13.0M | 1.23% | NEW | |
| 19 | THROBLACKROCK ETF TRUST | 328,255 | $12.7M | 1.20% | NEW | |
| 20 | IAU*ISHARES GOLD TR | 152,180 | $12.4M | 1.17% | NEW | |
| 21 | HELOJ P MORGAN EXCHANGE TRADED F | 182,218 | $12.1M | 1.15% | NEW | |
| 22 | AMZNAMAZON COM INC | 51,109 | $11.8M | 1.12% | NEW | |
| 23 | JCPBJ P MORGAN EXCHANGE TRADED F | 247,937 | $11.7M | 1.12% | NEW | |
| 24 | RSMVLISTED FDS TR | 419,071 | $11.5M | 1.09% | NEW | |
| 25 | TLHISHARES TR | 111,009 | $11.3M | 1.07% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.9801159111483476e+148T)
Unknown0.0% ($1.3841131141235267e+103T)
Industrials0.0% ($1.2669958697576997e+54T)
Healthcare0.0% ($2.6842030159414985e+53T)
Consumer Cyclical0.0% ($1.1796569813841066e+52T)
Utilities0.0% ($4.422144110085435e+35T)
Energy0.0% ($4.4813877302910126e+24T)
Consumer Defensive0.0% ($4.4982633110287876e+23T)
Communication Services0.0% ($7915556649131553792.0T)
Real Estate0.0% ($584439397.3T)
Basic Materials0.0% ($670.4T)
Filing History
Fund Information
Triad Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 460 holdings. The largest position is FIDELITY MERRIMACK STR TR (FBND), representing 4.2% of the portfolio. Compared to the previous quarter, the fund opened 460 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.